FedEx Corporation (FDX.US) Fiscal Year 2026 Q3 Earnings Conference Call
Live time: Oct 29, 2026 01:30 UTC
FedEx Corporation (FDX.US) Fiscal Year 2026 Q3 Earnings Conference Call
Live time: 10/29/2026 01:30:00 UTC
联邦快递集团 (FDX.US) 2026 财年第三季度业绩电话会
Summary
00:04
Opening Remarks by Raj Subramaniam
Raj Subramaniam, CEO, begins with an overview of Q3 results, highlighting a 12% revenue growth year-over-year driven by strong execution in the U.S. and international segments.
01:13
Adjusted FY2026 Guidance by Raj Subramaniam
Raj updates FedEx's FY2026 adjusted EPS guidance to $18.00-$18.60, reflecting a 23% year-over-year growth, alongside an estimated $4 billion in free cash flow generation.
04:16
European Network Transformation by Raj Subramaniam
FedEx CEO discusses the implementation of simplified network operations across various European markets, including site closures and operational optimization to achieve greater efficiency and profitability.
06:52
Automation Initiatives by Raj Subramaniam
Raj highlights the deployment of advanced automation technologies, including robotic loaders, enhancing operational safety and efficiency across FedEx hubs.
09:19
Q3 Earnings Overview by Brie Carere
Brie Carere, Chief Marketing Officer, reports that Q3 saw a 12% revenue increase and a 28% growth in international cargo revenue, emphasizing strong performance in B2B sectors like data centers and logistics.
17:36
Financial Performance by Claude Ross
Claude Ross, interim CFO, reports a Q3 adjusted EPS of $3.74 (28% YoY growth), driven by strong B2B pricing gains and operational efficiencies despite certain cost headwinds.
22:53
FY2026 Adjusted EPS Outlook by Claude Ross
Claude tightens FY2026 adjusted EPS projection to $18.00-$18.60, citing strong global execution and structural cost optimization contributing to sustained growth.
28:45
Q&A — Deutsche Bank: Risha Harney
Claude Ross emphasizes pricing discipline and long-term margin expansion potential despite temporary cost pressures such as pilot agreements and ground transport rate hikes.
33:20
Q&A — JP Morgan: Brian Olsanbeck
Raj Subramaniam explains FedEx's capital allocation strategy, including share repurchases totaling $2 billion this quarter, and commits to maximizing shareholder returns.
50:35
Closing Remarks by Raj Subramaniam
Raj concludes the call by emphasizing FedEx's ability to deliver strong financial results while executing its strategic priorities amid a dynamic business environment.
Related Notices
FedEx | (10-Q) Basic quarterly filing
Oct 28, 2026 16:26
FedEx | (8-K) Current Report
Oct 28, 2026 16:12Revenue: As of FY2027 Q2, the actual value is USD 22.86 B, compared to the market estimate of USD 23.07 B. EPS: As of FY2027 Q2, the actual value is USD 1.21, compared to the market estimate of USD 5.1283. EBIT: As of FY2027 Q2, the actual value is USD 1.133 B.
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